Investors' Soapbox PM

Comcast Won't Muddy Netflix's Stream

A Comcast-Time Warner Cable compromise could protect streaming firms.

February 18, 2014

Raymond James & Associates

We have been talking to some of our Washington contacts who are familiar with the Department of Justice and Federal Communications Commission approaches to merger cases like Comcast-Time Warner Cable to get a sense for how the deal could get past the regulators' objections.

We do believe the Comcast (ticker: CMCSA)-Time Warner Cable (TWC) deal can get done, but the fight will be more on the...